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Job description
Loan Officer Assistant
Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As a Loan Officer Assistant, you'll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process.
You'll be the go-to person for clients, helping guide them from application through closing, and making sure nothing falls through the cracks. If you're detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit.
This position is onsite at our Franklin, TN branch but will consider remote if necessary.
Essential Duties and Responsibilities:
Request disclosures and order appraisals
Open escrow, collect fees and order preliminary title report
Collect and review client documentation
Review income analysis from the Loan Officer
Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
Gather Loan Agent PTD and PTF conditions
Submit requests for Rapid Rescores
Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone.
Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines.
Learning new products, techniques, strategies, and process flow to constantly pursue increased customer experience, internal efficiency, and team communication.
Qualifications and Experience:
At least 2 years of experience in the mortgage industry
Familiarity with mortgage terminology and loan processes
Experience with Point software is a plus
Comfortable using Microsoft Office (Word, Excel, Outlook)
Strong communication skills and a customer-first mindset
Highly organized with great attention to detail
Able to thrive in a fast-paced, ever-changing environment
Professional, dependable, and able to handle sensitive information with care
SUPERVISORY RESPONSIBILITIES: Direct Reports: NA
PHYSICAL and ENVIRONMENTAL CONDITIONS:
This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.
Base Compensation Information – This role is currently allocated for candidates within geographic regions that do not currently require base wage disclosure. The compensation range for this position will be provided upon request. This is an hourly position plus a potential bonus (Due to their geographic location, residents of the states of CA & CO, and for NY are excluded from this role currently.)
CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to
Worksite address
franklin, TN, 37068, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.